BlueDrive Global Investors LLP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 22, 2024), BlueDrive Global Investors LLP reported 11 stock positions worth $59.9 million. Its top holding was Lamb Weston (LW) at 19.3% of the portfolio, followed by Amazon.com (AMZN, 14.7%) and Mastercard Class A (MA, 10.3%). Its holdings were unchanged from Q4 2023.
- Most Recent 13F
- Q3 2024
- Location
- London, X0
- CIK
- 0001730235
- Portfolio Value
- $59.9M (Q1 2024)
- SEC Filing
- 0001172661-24-001920 ↗ filed Apr 22, 2024
Holdings Value
Holdings 11 stocks · $59.9M
| LW Lamb Weston Holdings Inc. | 19.28% | 108,365 | $11.5M | No change |
| AMZN Amazon.com Inc. | 14.71% | 48,820 | $8.8M | No change |
| MA Mastercard Inc. Class A | 10.34% | 12,859 | $6.2M | No change |
| V Visa Inc. Class A | 9.78% | 20,980 | $5.9M | No change |
| GOOG Alphabet Inc. Class C | 9.77% | 38,400 | $5.8M | No change |
| TLT iShares 20+ Year Treasury BD | 9.30% | 58,835 | $5.6M | No change |
| KMX Carmax Inc. | 7.30% | 50,197 | $4.4M | No change |
| TMUS T-Mobile US Inc. | 5.29% | 19,391 | $3.2M | No change |
| SHY iShares 1-3 Year Treasury Bo | 4.85% | 35,526 | $2.9M | No change |
| VGSH Vanguard Short-Term Treasury | 4.83% | 49,825 | $2.9M | No change |
| ENPH Enphase Energy Inc. | 4.54% | 22,443 | $2.7M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| None this quarter. | |||
Portfolio Buys Q4 2023 → Q1 2024
| None this quarter. | |||